SEQUOIA FINANCIAL ADVISORS, LLC – Transaction History
SEQUOIA FINANCIAL ADVISORS, LLC portfolio value:
$7.46M
portfolio value
SEQUOIA FINANCIAL ADVISORS, LLC quarter portfolio value change:
-3.76%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -17.44% | -28.25K shares | -1.93M | $55.81 | 133.78K |
| Q2 2022 | share | Decrease | -14.96% | -28.51K shares | -4.86M | $57.99 | 162.03K |
| Q1 2022 | share | Increase | +6.30% | 11.29K shares | -419K | $74.82 | 190.54K |
| Q4 2021 | share | Increase | +169.63% | 56.38K shares | 9.75M | $165.03 | 89.62K |
| Q3 2021 | share | Decrease | -60.64% | -51.21K shares | -7.40M | $148.09 | 33.24K |
| Q2 2021 | share | Increase | +10.07% | 7.72K shares | 2.36M | $145.82 | 84.45K |
| Q1 2021 | share | Increase | +7.04% | 5.04K shares | 753K | $129.53 | 76.72K |
| Q4 2020 | share | Increase | +0.33% | 233 shares | 976K | $128.03 | 71.68K |
| Q3 2020 | share | Increase | +1.67% | 1.17K shares | 1.09M | $114.67 | 71.45K |
| Q2 2020 | share | Decrease | -0.24% | -168 shares | 1.52M | $100.94 | 70.27K |
| Q1 2020 | share | Increase | +26.33% | 14.68K shares | 430K | $79.05 | 70.44K |
| Q4 2019 | share | Increase | +4.60% | 2.45K shares | 702K | $92.01 | 55.76K |
| Q3 2019 | share | Increase | +167.70% | 33.39K shares | 2.82M | $83.02 | 53.31K |
| Q2 2019 | share | Decrease | -1.73% | -351 shares | 47K | $82.02 | 19.91K |
| Q1 2019 | share | Decrease | -62.40% | -33.63K shares | -2.10M | $78.11 | 20.26K |
| Q4 2018 | share | Increase | +11.15% | 5.40K shares | -262K | $67.65 | 53.9K |
| Q3 2018 | share | Increase | +102.78% | 24.57K shares | 2.16M | $80.25 | 48.49K |
| Q2 2018 | share | Decrease | -49.67% | -23.60K shares | -1.59M | $74 | 23.91K |
| Q1 2018 | share | Decrease | -6.14% | -3.10K shares | -172K | $69.87 | 47.51K |
| Q4 2017 | share | Decrease | -0.63% | -320 shares | 214K | $68.76 | 50.62K |
| Q3 2017 | share | Increase | +7.94% | 3.74K shares | 383K | $64.09 | 50.94K |
| Q2 2017 | share | Increase | +8.24% | 3.59K shares | 346K | $61.1 | 47.19K |
| Q1 2017 | share | Increase | +824.66% | 38.89K shares | 2.37M | $58.31 | 43.60K |
| Q4 2016 | share | Increase | +0.38% | 18 shares | 2K | $53.7 | 4.71K |
| Q3 2016 | share | Increase | +18.79% | 743 shares | 53K | $53.17 | 4.69K |
| Q2 2016 | share | Decrease | -3.25% | -133 shares | -6K | $50.2 | 3.95K |
| Q1 2016 | share | Decrease | -12.97% | -609 shares | -34K | $50.01 | 4.08K |